Tax planning is more complex, important, and deadline-driven than ever in 2022 due to the tax and financial tumult. 

This workshop will review valuable information including:

• 2021 Tax Brackets
• State and Local Taxes (SALT)
• 2021 Long-term Capital Gains Tax Rates
• Charitable Deduction
• Retirement Plans
• Overlooked Tax Items and Deductions
• Proactive Tax Planning for 2022
  • 2022 Tax Brackets
  • 2022 Long-term Capital Gains Tax Rates
  • 2022 Retirement Contribution Plan Limits
  • Annual Exclusion Gifts
  • Above the Line Charitable Deduction Increase
  • Family Tax Bracket Management
  • Roth IRA Conversion Benefits
  • Qualified Charitable Distributions (QCD)

Thursday, March 24, 2022
at 6:30 PM PDT

Watch The Replay Here
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